401(k) · DOL Form 5500 · 2023

Becket & Lee, LLP 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
123
Participants Small participant base
81st
Percentile by assets National rank
$275,412
Avg per participant High balance/head
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Official DOL plan name: Becket & Lee, LLP Employee Savings & Protection Plan · Sponsored by Becket & Lee, LLP · Pennsylvania · Professional & Technical Services

$34M in assets, 123 participants

Becket & Lee, LLP's Becket & Lee, LLP Employee Savings & Protection Plan reported $34M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 81st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #16,566 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Becket & Lee, LLP Employee Savings & Protection Plan covers 123 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $34M.

#16,566
in Professional & Technical Services (20,321 peers)
+19.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Becket & Lee, LLP Employee Savings & Protection Plan's outsized position by total assets

Becket & Lee, LLP Employee Savings & Protection Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$33,875,617 Top 19% higher than 81% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Becket & Lee, LLP Employee Savings & Protection Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Becket & Lee, LLP Employee Savings & Protection Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Becket & Lee, LLP Employee Savings & Protection Plan reported net income rose from -$10M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Becket & Lee, LLP Employee Savings & Protection Plan end-of-year assets rose from $28M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Becket & Lee, LLP Employee Savings & Protection Plan reported participants fell from 130 in the plan year 2022 filing to 123 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 232590912 · Becket & Lee, LLP PY 2023 · 401(k)

Becket & Lee, LLP Employee Savings & Protection Plan · $34M · 123 · 81st

  • RANK $34M
  • PHOTO 123
  • IND 81st
  • EOY 401(k)
  • 5500 near Southeastern Retina Associates, PC Profit Sharing 401(k) Plan
  • ASSETS ind #16566

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Becket & Lee, LLP Employee Savings & Protection Plan in the asset neighbourhood

Becket & Lee, LLP Employee Savings & Protection PlanBecket & Lee, LLP Employee S…$34MSoutheastern Retina Associates, PC Profit Sharing 401(k) PlanSoutheastern Retina Associat…$34MPacific Hide & Fur Depot D/B/a Pacific Steel & Recycling 401(k) PlanPacific Hide & Fur Depot D/B…$34MCentury Golf 401(k) Savings PlanCentury Golf 401(k) Savings …$34MShipco Transport Inc's 401(k) PlanShipco Transport Inc's 401(k…$34M
End-of-year total assets ($M) among Becket & Lee, LLP Employee Savings & Protection Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$34M
Net Income$5M
Employer EIN232590912
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Becket & Lee, LLP)

Sponsor-wide plan assets over time

All Becket & Lee, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$36M 25.503127843020085% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.4M $35.7M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 130 $28M
2023 1 123 $34M
2024 1 117 $36M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Becket & Lee, LLP Employee Savings & Protection Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Becket & Lee, LLP Employee Savings & Protection Plan, Total assets ($B): 0.033875617 · Participants: 123Becket & Lee, LLP Employee Savings & Protection PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Becket & Lee, LLP Employee Savings & Protection Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Becket & Lee, LLP Employee Savings & Protection Plan side-by-side with 3 peers →

Becket & Lee, LLP Employee Savings & Protection Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Southeastern Retina Associates, PC Profit Sharing 401(k) Plan in TN ($34M); by covered participants it is Sunchase Salary Savings Plan in NC (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Becket & Lee, LLP Employee Savings & Protection Plan assets move in 2023? ▼
Becket & Lee, LLP Employee Savings & Protection Plan grew sharply - up 19.1% during 2023, from $28M to $34M. Reported net income was $5M.
How have Becket & Lee, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Becket & Lee, LLP's sponsor-wide assets grew 25.5%, from $28M to $36M.
Where does Becket & Lee, LLP Employee Savings & Protection Plan rank by assets among Form 5500 filers? ▼
Becket & Lee, LLP Employee Savings & Protection Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Becket & Lee, LLP Employee Savings & Protection Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southeastern Retina Associates, PC Profit Sharing 401(k) Plan in TN ($34M, 233 participants).
Which 401(k) plans cover a similar participant headcount to Becket & Lee, LLP Employee Savings & Protection Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunchase Salary Savings Plan in NC (123 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232590912.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.